Manage the senior executives calendar, including scheduling focus time, client meetings, internal syncs, and events with excellent timing and context awareness.
Organize and triage email inbox, draft responses, and ensure timely follow-up on key action items.
Prepare professional business communications, reports, decks, and internal documents.
Coordinate meetings with internal teams, clients, vendors, and partners, including logistics and materials preparation.
Create agendas, capture notes, and track action items for key meetings.
Track deadlines, deliverables, and project follow-ups across multiple initiatives.
Maintain CRM hygiene and support pipeline administration as needed.
Support proposal workflow and sales process administration (scheduling, document assembly, version control, and routing for review).
Assist with time tracking and billing support (reminders, data collection, and coordination with finance/ops).
Triage and route incoming client service escalations.
Serve as a liaison with professionalism and a client-centric mindset.
Handle confidential information with strict discretion.
Assist with occasional personal tasks and travel coordination as needed.
Requirements
3+ years experience supporting C-suite or senior executives, ideally in consulting, technology, or a professional services environment.
Strong written and verbal communication skills, with ability to draft polished, client-ready correspondence and materials.
Demonstrated expertise in calendar and inbox management, including prioritization, context switching, and proactive follow-through.
Proficiency with Microsoft 365 (Outlook, Teams, Word, Excel, PowerPoint); ability to produce professional decks and documents.
Experience maintaining CRM hygiene and pipeline administration (e.g., Salesforce, HubSpot, or similar), including tasks, notes, and follow-ups.
Familiarity with proposal workflows and document coordination (assembly, version control, routing for review/approval).
Exposure to time tracking and billing support processes in a services environment (timesheets, reminders, coordination with finance/ops).
Highly organized with strong attention to detail, excellent judgment, and ability to manage confidential information with discretion.